Contrarian

Oct 22, 2026 · bullish

(https://news.google.com/rss/articles/CBMikwFBVV95cUxQVk5ZalpSR0Z5Yi1XanltRlF1c2RTSm9yV3dudHZpNzBLMHlvNDdaZmU3RENPYzlEeG8zWEVnaDNtNTdaRkk0bXpKd0w4Qzl6NEtyRnZKMkhteUNfV0x1eVZaZmVPUGQ4TXNEa2dPc0d3eHFCLTdORXRhQWozeklIeWxfYWNuOVZXdU53NlU3YnlOVFE?oc=5) — but the real story is balance sheet deployment, not margin expansion. $BAC revenue hit $31.6B in latest quarter with $1.21 EPS and a net margin, but the consensus misses the capital allocation angle.

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